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CDB Standard Bidding Document For Procurement of Small Works

This document is a Standard Bidding Document for Procurement of Small Works issued by the Caribbean Development Bank. It provides the standard structure and provisions for bidding procedures used in contracts financed by the CDB involving smaller contracts valued at generally less than US$10 million. The document contains three parts: Part 1 on bidding procedures with sections on instructions to bidders, bid data sheet, evaluation criteria and bidding forms; Part 2 on the employer's requirements; and Part 3 on general conditions of contract and contract forms. It is intended for use with admeasurement and lump sum types of contracts which are most common for works contracting.

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100% found this document useful (2 votes)
355 views46 pages

CDB Standard Bidding Document For Procurement of Small Works

This document is a Standard Bidding Document for Procurement of Small Works issued by the Caribbean Development Bank. It provides the standard structure and provisions for bidding procedures used in contracts financed by the CDB involving smaller contracts valued at generally less than US$10 million. The document contains three parts: Part 1 on bidding procedures with sections on instructions to bidders, bid data sheet, evaluation criteria and bidding forms; Part 2 on the employer's requirements; and Part 3 on general conditions of contract and contract forms. It is intended for use with admeasurement and lump sum types of contracts which are most common for works contracting.

Uploaded by

abj7
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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STANDARD PROCUREMENT DOCUMENTS

Standard Bidding
Document for
Procurement of Small
Works

CARIBBEAN DEVELOPMENT
BANK

ii

April 2008

iii

Foreword
This Standard Bidding Document for Procurement of Small Works has been prepared by the
Caribbean Development Bank and is based on the Master Document for Procurement of
Small Works, prepared by the Multilateral Development Banks and International Financing
Institutions.
This document reflects the structure and the provisions of the Master Procurement Document
for the Procurement of Small Works, except where specific considerations within the
Caribbean Development Bank have required a change.

iv

Preface
This Standard Bidding Document for Procurement of Small Works has been prepared for use
in contracts financed by the Caribbean Development Bank (CDB) involving smaller
contracts valued at generally less than US$10 million by International Competitive Bidding
(ICB), though it may also be adapted to National Competitive Bidding (NCB). This
document is intended as a model in the award of admeasurement (unit prices or unit rates in a
bill of quantities) and lump sum types of contracts, which are the most common in Works
contracting.
Lump sum contracts are used in particular for buildings and other forms of construction
where the Works are well defined and are unlikely to change in quantity or specification, and
where encountering difficult or unforeseen site conditions (for example, hidden foundation
problems) is unlikely. Lump sum contracts should be used for Works that can be defined in
their full physical and qualitative characteristics before bids are called, or where the risks of
substantial design variations are minimal, such as bus shelters or school ablution units. In
lump sum contracts, the concept of priced activity schedules is used, to enable payments to
be made on the basis of percentage completion of each activity.
If the user has questions regarding the use of this SBD, the appropriate Banks official should
be consulted.
To obtain further information on procurement under CDB-financed projects, contact:
Caribbean Development Bank
P.O. Box 408
Wildey, St. Michael
Barbados
Email: [email protected]
Website: http://www.caribank.org

Summary Description
This Standard Bidding Document for Procurement of Small Works (SBDSW) is usually used
when a prequalification process has not taken place before bidding and, therefore, postqualification applies. However, they can also be used under a prepublication process with
relatively minor modifications. Details of the prequalification procedure used under CDBfinanced contracts are provided in CDBs Standard Prequalification Document, Procurement
of Works (September 2007). A brief description of SBDSW is given below.

SBD for Procurement of Small Works


PART 1 BIDDING PROCEDURES
Section I.

Instructions to Bidders (ITB)


This Section provides relevant information to help Bidders prepare their bids.
Information is also provided on the submission, opening, and evaluation of
bids and on the award of Contracts. Section I contains provisions that are
to be used without modification.

Section II.

Bid Data Sheet (BDS)


This Section consists of provisions that are specific to each procurement and
that supplement the information or requirements included in Section I,
Instructions to Bidders.

Section III.

Evaluation and Qualification Criteria


This Section contains the criteria to determine the lowest evaluated bid and
the qualifications of the Bidder to perform the contract.

Section IV.

Bidding Forms
This Section contains the forms which are to be completed by the Bidder and
submitted as part of his Bid

Section V.

Eligible Countries
This Section contains information regarding eligible countries.

PART 2 EMPLOYERS REQUIREMENTS


Section VI.

Employers Requirements
This Section contains the Specification, the Drawings, and supplementary
information that describe Works to be procured.

vi

Summary Description

PART 3 CONDITIONS OF CONTRACT AND CONTRACT FORMS


Section VII. General Conditions of Contract (GCC)
This Section contains the general clauses to be applied in all contracts. The
text of the clauses in this Section shall not be modified.
Section VIII. Particular Conditions of Contract (PCC)
This Section consists of Contract Data and Specific Provisions which contains
clauses specific to each contract. The contents of this Section modify or
supplement the General Conditions and shall be prepared by the Employer.
Section IX.

Contract Forms
This Section contains forms which, once completed, will form part of the
Contract. The forms for Performance Security and Advance Payment
Security, when required, shall only be completed by the successful Bidder
after contract award.

vii

PROCUREMENT DOCUMENTS

Bidding Document for


Procurement of Small
Works
Procurement of:

Issued on: _____________


ICB No: _____________
Employer: _____________
Country: _____________

ix

Preface
This Bidding Document for Procurement of Small Works has been prepared by
[Executing Agency] and is based on the Standard Bidding Document for Procurement of
Small Works issued by the Caribbean Development Bank, dated April 2008.
This document reflects the structure and the provisions of the Master Document for
the Procurement of Small Works, prepared by Multilateral Development Banks and
International Financing Institutions, except where specific considerations within the
respective institutions have required a change.

xi

Standard Bidding Document


Table of Contents
PART 1 Bidding Procedures............................................................................................... 1
Section 1 - Instructions to Bidders..........................................................................................3
Section II - Bid Data Sheet (BDS) ........................................................................................27
Section III - Evaluation and Qualification Criteria...............................................................33
Section IV - Bidding Forms ..................................................................................................43
Section V - Eligible Countries ..............................................................................................69
PART 2 Employers Requirements.................................................................................... 1
Section VI - Employers Requirements ..................................................................................3
PART 3 Conditions of Contract and Contract Forms ..................................................... 1
Section VII. General Conditions of Contract.........................................................................3
Section VIII. Particular Conditions of Contract ..................................................................29
Section IX - Contract Forms .................................................................................................35

1-1

PART 1 Bidding Procedures

1-3

Section 1 - Instructions to Bidders

Table of Clauses
A.
1.
2.
3.
4.
5.
B.
6.
7.
8.
C.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
D.
21.
22.
23.
24.
25.

General......................................................................................................................... 5
Scope of Bid...................................................................................................................5
Source of Funds .............................................................................................................5
Fraud and Corruption.....................................................................................................6
Eligible Bidders .............................................................................................................7
Eligible Goods and Services ..........................................................................................9
Contents of Bidding Document.................................................................................. 9
Sections of Bidding Document ......................................................................................9
Clarification of Bidding Document, Site Visit, Pre-Bid Meeting................................10
Amendment of Bidding Document..............................................................................11
Preparation of Bids ................................................................................................... 11
Cost of Bidding............................................................................................................11
Language of Bid...........................................................................................................12
Documents Comprising the Bid...................................................................................12
Letter of Bid and Schedules.........................................................................................12
Alternative Proposals ...................................................................................................13
Bid Prices and Discounts .............................................................................................13
Currencies of Bid and Payment ...................................................................................14
Documents Comprising the Technical Proposal..........Error! Bookmark not defined.
Documents Establishing the Qualifications of the Bidder...........................................14
Period of Validity of Bids ............................................................................................15
Bid Security .................................................................................................................15
Format and Signing of Bid...........................................................................................17
Submission and Opening of Bids............................................................................. 17
Sealing and Marking of Bids .......................................................................................17
Deadline for Submission of Bids .................................................................................18
Late Bids ......................................................................................................................18
Withdrawal, Substitution, and Modification of Bids ...................................................18
Bid Opening .................................................................................................................19

1-4

Section I - Instructions to Bidders

E.

Examination of Bids.................................................................................................. 20

26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
F.
38.
39.
40.
41.
42.

Confidentiality .............................................................................................................20
Clarification of Bids.....................................................................................................20
Deviations, Reservations, and Omissions....................................................................20
Determination of Responsiveness................................................................................21
Nonconformities, Errors, and Omissions.....................................................................21
Correction of Arithmetical Errors................................................................................22
Conversion to Single Currency....................................................................................22
Margin of Preference ...................................................................................................22
Evaluation of Bids .......................................................................................................22
Comparison of Bids .....................................................................................................23
Qualification of the Bidder ..........................................................................................23
Employers Right to Accept Any Bid, and to Reject Any or All Bids ........................24
Award of Contract .................................................................................................... 24
Award Criteria .............................................................................................................24
Notification of Award ..................................................................................................24
Signing of Contract ......................................................................................................25
Performance Security...................................................................................................25
Adjudicator ..................................................................................................................25

Section I - Instructions to Bidders

1-5

Section I - Instructions to Bidders


A. General
1.

Scope of Bid

1.1 The Employer, as indicated in Section II, Bid Data


Sheet (BDS), issues this Bidding Document for the
procurement of the Works as specified in Section VI
Requirements. The name, identification, and number of
lots provided in the BDS.
1.2 Unless otherwise stated, throughout this Bidding
Document, definitions and interpretations shall be as
prescribed in Section VII, General Conditions.

2.

Source of Funds

2.1 The Recipient of CDB Financing (hereinafter called


Recipient) indicated in the BDS has applied for or
received financing (hereinafter called funds) from the
Caribbean Development Bank (hereinafter called the
Bank) toward the cost of the project named in the
BDS. The Recipient intends to apply a portion of the
funds to eligible payments under the contract(s) for
which this Bidding Document is issued.
2.2 Payments by the Bank will be made only at the request
of the Recipient and upon approval by the Bank in
accordance with the terms and conditions of the
financing agreement between the Recipient and the
Bank (hereinafter called the Loan Agreement), and will
be subject in all respects to the terms and conditions of
that Loan Agreement. No party other than the Recipient
shall derive any rights from the Loan Agreement or
have any claim to the funds.

1-6

3.
Fraud and
Corruption

Section I - Instructions to Bidders

3.1 The Bank requires that Recipients (including beneficiaries of


Bank loans), as well as Bidders, Suppliers, Contractors, and
Consultants under Bank-financed contracts, observe the highest
standard of ethics during the procurement and execution of such
contracts. In pursuance of this policy, the Bank:
(a) defines, for the purposes of this provision, the terms set forth
below as follows:
(i)

corrupt practice means the offering, giving,


receiving, or soliciting, directly or indirectly, of any
thing of value to influence the action of a public
official in the procurement process or in contract
execution;

(ii)

fraudulent practice means a misrepresentation or


omission of facts in order to influence a procurement
process or the execution of a contract;

(iii)

collusive practice means a scheme or arrangement


between two or more bidders, with or without the
knowledge of the Recipient, designed to establish bid
prices at artificial, non-competitive levels; and

(iv)

coercive practices means harming or threatening to


harm, directly or indirectly, persons or their property
to influence their participation in a procurement
process or affect the execution of a contract;

(b) will reject a proposal for award if it determines that the


Bidder recommended for award has, directly or through an
agent, engaged in corrupt, fraudulent, collusive or coercive
practices in competing for the Contract in question;
(c) will cancel the portion of the loan allocated to a contract if it
determines at any time that representatives of the Recipient
or of a beneficiary of the loan engaged in corrupt, fraudulent,
collusive or coercive practices during the procurement or the
execution of that contract, without the Recipient having taken
timely and appropriate action satisfactory to the Bank to
remedy the situation;
(d) will sanction a firm or individual, including declaring them
ineligible, either indefinitely or for a stated period of time, to
be awarded a Bank-financed contract if it at any time
determines that they have, directly or through an agent,
engaged in corrupt, fraudulent, collusive or coercive practices
in competing for, or in executing, a Bank-financed contract;

Section I - Instructions to Bidders

1-7

and
(e) will have the right to require that a provision be included in
Bidding Documents and in contracts financed by CDB,
requiring bidders, suppliers, contractors and consultants to
permit the Bank to inspect their accounts and records and
other documents relating to the Bid submission and contract
performance and to have them audited by auditors appointed
by the Bank.
3.2 Furthermore, Bidders shall be aware of the provisions of GCC
Sub-Clauses 22.2 and 56.2(h).
4.

Eligible Bidders

4.1 A Bidder may be a natural person, private entity, or governmentowned entitysubject to ITB 4.5or any combination of such
entities supported by a letter of intent to enter into an agreement
or under an existing agreement in the form of a joint venture,
consortium, or association (JVCA). In the case of a JVCA:
(a) unless otherwise specified in the BDS, all partners shall be
jointly and severally liable, and
(b) the JVCA shall nominate a Representative who shall have
the authority to conduct all business for and on behalf of any
and all the partners of the JVCA during the bidding process
and, in the event the JVCA is awarded the Contract, during
contract execution.
4.2 A Bidder, and all parties constituting the Bidder, shall have the
nationality of an eligible country, in accordance with Section 5
(Eligible Countries). A Bidder shall be deemed to have the
nationality of a country if the Bidder is a citizen or is constituted,
incorporated, or registered and operates in conformity with the
provisions of the laws of that country. This criterion shall also
apply to the determination of the nationality of proposed
subcontractors or suppliers for any part of the Contract including
Related Services.

1-8

Section I - Instructions to Bidders

4.3 A Bidder shall not have a conflict of interest. All Bidders found
to have a conflict of interest shall be disqualified. A Bidder may
be considered to have a conflict of interest with one or more
parties in this bidding process, if:
(a) they have a controlling partner in common; or
(b) they receive or have received any direct or indirect subsidy
from any of them; or
(c) they have the same legal representative for purposes of this
bid; or
(d) they have a relationship with each other, directly or through
common third parties, that puts them in a position to have
access to information about or influence on the Bid of
another Bidder, or influence the decisions of the Employer
regarding this bidding process; or
(e) a Bidder participates in more than one bid in this bidding
process. Participation by a Bidder in more than one Bid will
result in the disqualification of all Bids in which it is
involved. However, this does not limit the inclusion of the
same subcontractor not otherwise participating as a Bidder, in
more than one bid; or
(f) a Bidder participated as a consultant in the preparation of the
Section VI, Requirements that are the subject of the Bid; or
(g) a Bidder, or any of its affiliates has been hired or is proposed
to be hired by the Employer or Recipient for the supervision
of the contract.
4.4 A firm that is under a declaration of ineligibility by the Bank at
the date of the deadline for bid submission or thereafter, shall be
disqualified.
4.5 Government-owned entities in the Recipients country shall be
eligible only if they can establish that they (i) are legally and
financially autonomous, (ii) operate under the principles of
commercial law, and (iii) are not dependent agencies of the
Employer.
4.6 Bidders shall provide such evidence of their continued eligibility
satisfactory to the Employer, as the Employer shall reasonably
request.

Section I - Instructions to Bidders

4.7

5.
Eligible Goods and
Services

1-9

Firms shall be excluded if:


(a)

as a matter of law or official regulation, the Recipients


country prohibits commercial relations with that country,
provided that the Bank is satisfied that such exclusion
does not preclude effective competition for the supply of
goods or related services required; or

(b)

by an act of compliance with a decision of the United


Nations Security Council taken under Chapter VII of the
Charter of the United Nations, the Recipients country
prohibits any import of goods or contracting of works or
services from that country or any payments to persons or
entities in that country.

5.1 All goods and services to be supplied under the Contract and
financed by the Bank, shall have as their country of origin an
eligible country of the Bank as listed in Section V, Eligible
Countries.
5.2 For purposes of this Clause, the term goods includes
commodities, raw material, machinery, equipment, and industrial
plants; and services includes services such as insurance,
transportation, installation, commissioning, training, and initial
maintenance.
5.3 The term country of origin means the country where the goods
have been mined, grown or produced when through
manufacturing, processing or substantial and major assembling
of components, a commercially recognized new product results
that is substantially different in basic characteristics or in purpose
or utility from its components.
5.4 The nationality of the firm that produces, assembles, distributes
or sells the goods shall not determine the origin of the goods.
Goods shall be considered to originate in a country if they meet
the criteion of at least 50% by v value derived from within that
country.

B. Contents of Bidding Document


6.
Sections of Bidding
Document

6.1 The Bidding Document consist of Parts 1, 2, and 3, which


include all the Sections indicated below, and should be read in
conjunction with any Addenda issued in accordance with ITB 8.
PART 1 Bidding Procedures
Section I - Instructions to Bidders (ITB)

1-10

Section I - Instructions to Bidders

Section II - Bid Data Sheet (BDS)


Section III - Evaluation and Qualification Criteria
Section IV - Bidding Forms
Section V - Eligible Countries
PART 2 Requirements
Section VI - Requirements
PART 3 Conditions of Contract and Contract Forms
Section VII - General Conditions (GCC)
Section VIII - Particular Conditions (PCC)
Section IX - Contract Forms
6.2 The Invitation for Bids issued by the Employer is not part of the
Bidding Document.
6.3 The Bidder shall obtain the Bidding Document from the source
stated by the Employer in the Invitation for Bids; otherwise the
Employer is not responsibe for the completeness of the Bidding
Document.
6.4 The Bidder is expected to examine all instructions, forms, terms,
and specifications in the Bidding Document. Failure to furnish
all information or documentation required by the Bidding
Document may result in the rejection of the bid.
7.
Clarification of
Bidding Document, Site
Visit, Pre-Bid Meeting

7.1 A prospective Bidder requiring any clarification of the Bidding


Document shall contact the Employer in writing at the
Employers address indicated in the BDS or raise his inquiries
during the pre-bid meeting if provided for in accordance with
ITB 7.4. The Employer will respond in writing to any request for
clarification, provided that such request is received prior to the
deadline for submission of bids, within number of days specified
in the BDS. The Employers response shall be in writing with
copies to all Bidders who have acquired the Bidding Document
in accordance with ITB 6.3, including a description of the
inquiry but without identifying its source. Should the Employer
deem it necessary to amend the Bidding Document as a result of
a request for clarification, it shall do so following the procedure
under ITB 8 and ITB 22.2.
7.2 Where applicable, the Bidder is advised to visit and examine the
project site and obtain for itself, on its own responsibility, all
information that may be necessary for preparing the bid and
entering into a contract for provision of the Requirements. The
costs of visiting the Site shall be at the Bidders own expense.
7.3 Pursuant to ITB 7.2, where the Bidder and any of its personnel or
agents have been granted permission by the Employer to enter
upon its premises and lands for the purpose of such visit, the

Section I - Instructions to Bidders

1-11

Bidder, its personnel, and agents will release and indemnify the
Employer and its personnel and agents from and against all
liability in respect thereof, and will be responsible for death or
personal injury, loss of or damage to property, and any other
loss, damage, costs, and expenses incurred as a result of the visit
7.4 The Bidders designated representative is invited to attend a prebid meeting, if provided for in the BDS. The purpose of the
meeting will be to clarify issues and to answer questions on any
matter that may be raised at that stage. If so provided in the
BDS, the Employer will organize a site visit.
7.5 The Bidder is requested, as far as possible, to submit any
questions in writing, to reach the Employer not later than one
week before the meeting.
7.6 Minutes of the pre-bid meeting, including the text of the
questions raised, without identifying the source, and the
responses given, together with any responses prepared after the
meeting, will be transmitted promptly to all Bidders who have
acquired the Bidding Document in accordance with ITB 6.3. Any
modification to the Bidding Document that may become
necessary as a result of the pre-bid meeting shall be made by the
Employer exclusively through the issue of an Addendum
pursuant to ITB 8 and not through the minutes of the pre-bid
meeting.
7.7 Non-attendance at the pre-bid meeting will not be a cause for
disqualification of a Bidder.
8.
Amendment of
Bidding Document

8.1 At any time prior to the deadline for submission of bids, the
Employer may amend the Bidding Document by issuing
addenda.
8.2 Any addendum issued shall be part of the Bidding Document and
shall be communicated in writing to all who have obtained the
Bidding Document from the Employer in accordance with ITB
6.3.
8.3 To give prospective Bidders reasonable time in which to take an
addendum into account in preparing their bids, the Employer
may, at its discretion, extend the deadline for the submission of
bids, pursuant to ITB 22.2

C. Preparation of Bids
9.

Cost of Bidding

9.1 The Bidder shall bear all costs associated with the preparation
and submission of its Bid, and the Employer shall not be

1-12

Section I - Instructions to Bidders

responsible or liable for those costs, regardless of the conduct or


outcome of the bidding process.
10.

Language of Bid

11.
Documents
Comprising the Bid

10.1 The Bid, as well as all correspondence and documents relating to


the bid exchanged by the Bidder and the Employer, shall be
written in the language specified in the BDS. Supporting
documents and printed literature that are part of the Bid may be
in another language provided they are accompanied by an
accurate translation of the relevant passages in the language
specified in the BDS, in which case, for purposes of
interpretation of the Bid, such translation shall govern.
11.1 The Bid shall comprise the following:
(a) Letter of Bid;
(b) Completed Schedules, as provided in Section IV, Bidding
Forms;
(c) Bid Security or Bid Securing Declaration, in accordance
with ITB 19;
(d) at the Bidders option, alternative proposals if permissible,
in accordance with ITB 13;
(e) written confirmation authorizing the signatory of the Bid to
commit the Bidder, in accordance with ITB 20.2;
(f) documentary
evidence
establishing
the
Bidders
qualifications in accordance with the requirements of
Section III, Evaluation and Qualification Criteria, using the
relevant forms furnished in Section IV, Bidding Forms;
(g) documentary evidence as specified in the BDS, establishing
the conformity of the Technical Proposal offered by the
Bidder with the Bidding Document, using the relevant forms
furnished in Section IV, Bidding Forms;
(h) In the case of a bid submitted by a JVCA, JVCA agreement,
or letter of intent to enter into a JVCA including a draft
agreement, indicating at least the parts of the Requirements
to be executed by the respective partners; and
(i) Any other document required in the BDS.

12.
Letter of Bid and
Schedules

12.1 The Letter of Bid and Schedules shall be prepared using the
relevant forms in Section IV, Bidding Forms. The forms must be
completed as indicated in each form

Section I - Instructions to Bidders

13.
Alternative
Proposals

1-13

13.1 Unless otherwise indicated in the BDS, alternative proposals


shall not be considered. If alternative proposals are permitted,
their method of evaluation shall be as stipulated in Section III,
Evaluation and Qualification Criteria.
13.2 When alternative times for completion are explicitly invited, a
statement to that effect will be included in the BDS, as will the
method of evaluating different times for completion.
13.3 Except as provided under ITB 13.4 below, Bidders wishing to
offer technical alternatives to the requirements of the Bidding
Document must first price the Employers requirements as
described in the Bidding Document and shall further provide all
information necessary for a complete evaluation of the
alternative by the Employer, including drawings, design
calculations, technical specifications, breakdown of prices, and
proposed construction methodology and other relevant details.
Only the technical alternatives, if any, of the lowest evaluated
Bidder conforming to the basic technical requirements shall be
considered by the Employer.
13.4 When specified in the BDS, Bidders are permitted to submit
alternative technical solutions for specified parts of the
Requirements and such parts will be identified in the BDS as
will the method for their evaluation and described in Section VI,
Requirements.

14.
Bid Prices and
Discounts

14.1 The prices and discounts quoted by the Bidder in the Letter of
Bid and in the Schedules shall conform to the requirements
specified in ITB 14.2..
14.2 Unless otherwise provided in the BDS and the GCC, the prices
quoted by the Bidder shall be fixed.
14.3 The Bidder shall submit a bid for the whole of the works
described in ITB 1.1 by filling in prices for all items of the
Works, as identified in Section IV, Bidding Forms. In case of
admeasurement contracts, the Bidder shall fill in rates and prices
for all items of the Works described in the Bill of Quantities.
Items against which no rate or price is entered by the Bidder will
not be paid for by the Employer when executed and shall be
deemed covered by the rates for other items and prices in the Bill
of Quantities.
14.4 The price to be quoted in the Letter of Bid shall be the total price
of the Bid, excluding any discounts offered.

1-14

Section I - Instructions to Bidders

14.5 Unconditional discounts, if any, and the methodology for their


application shall be quoted in the Letter of Bid, in accordance
with ITB 12.1.
14.6 If so indicated in ITB 1.1, bids are invited for individual
contracts or for any combination of contracts (packages). Bidders
wishing to offer any price reduction for the award of more than
one Contract shall specify in their bid the price reductions
applicable to each package, or alternatively, to individual
Contracts within the package. Price reductions or discounts shall
be submitted in accordance with ITB 14.4, provided the bids for
all contracts are submitted and opened at the same time.
14.7 Unless otherwise provided in the BDS and the Conditions of
Contract, the prices quoted by the Bidder shall be fixed. If the
prices quoted by the Bidder are not fixed in accordance with ITB
14.2 but are subject to adjustment during the performance of the
Contract in accordance with the provisions of the Conditions of
Contract, the Bidder shall furnish the indices and weightings for
the price adjustment formulae in the Schedule of Adjustment
Data in Section IV (Bidding Forms) and the Employer may
require the Bidder to justify its proposed indices and weightings.
14.8 All duties, taxes, and other levies payable by the Contractor
under the Contract, or for any other cause, as of the date 28 days
prior to the deadline for submission of bids, shall be included in
the rates and prices and the total bid price submitted by the
Bidder.
15. Currencies of Bid
and Payment

16.
16.1 Documents
Establishing the
Qualifications of the
Bidder

15.1 The currency(ies) of the bid and the currency(ies) of payment


shall be as specified in the BDS.

To establish its qualifications to perform the Contract, the Bidder


shall provide the information requested in Section III (Evaluation
and Qualification Criteria).
16.2 If so required in the BDS, a Bidder shall submit the
Manufacturers Authorisation using the form included in Section
IV, Bidding Forms, where the Bidder does not manufacture or
produce the goods it offers to supply.
16.3 If so required in the BDS, a Bidder shall submit evidence that it
will be represented by an agent in the country, equipped and able
to carry out the suppliers maintenance, repair and spare parts
stocking obligations prescribed in the Conditions of Contract and

Section I - Instructions to Bidders

1-15

requirements where a Bidder does not conduct business within


the Employers country.
16.4 Regional Bidders, individually or in joint ventures, applying for
eligibility for regional margin of preference shall supply all
information required to satisfy the criteria for eligibility as
described in ITB 33.
17. Documents
Establishing the Eligibility
of the Goods and Services

17.1 To establish the eligibility of the Good and Services in


accordance with ITB 5, Bidders shall complete the forms
included in Section IV, Bidding Forms.

18. Period of Validity of


Bids

18.1 Bids shall remain valid for the period specified in the BDS after
the bid submission deadline date prescribed by the Employer. A
bid which is valid for a shorter period shall be rejected by the
Employer as non-responsive.
18.2 In exceptional circumstances, prior to the expiration of the bid
validity period, the Employer may request Bidders to extend the
period of validity of their bids. The request and the responses
shall be made in writing. If a bid security is requested in
accordance with ITB 19, the bidder granting the request shall
also extend the bid security for 28 days beyong the deadline of
the extended validity period. A Bidder may refuse the request
without forfeiting its bid security. A Bidder granting the request
shall not be required or permitted to modify its bid except as
provided in ITB 19.3.
18.3 In the case of fixed price contracts, if the award is delayed by a
period exceeding fifty-six (56) days beyond the expiry of the
initial bid validity, the Contract price shall be adjusted by a
factor specified in the request for extension. Bid evaluation shall
be based on the Bid Price without taking into consideration the
above correction.

19.

Bid Security

19.1 The Bidder shall furnish as part of its bid, the original of either a
Bid-Securing Declaration or a bid security using the relevant
form included in Section IV, Bidding Forms. In the case of a bid
security, the amount shall be as specified in the BDS.
19.2 A Bid Securing Declaration shall use the form included in
Section IV Bidding Forms.
19.3 If a bid security is specified pursuant to ITB 19.1, the bid
security shall be a demand guarantee, in any of the following
forms at the Bidders option:
(a) an unconditional guarantee, issued by a bank or surety;

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Section I - Instructions to Bidders

(b) an irrevocable letter of credit; or


(c) a cashiers or certified check.
from a reputable source from an eligible country. If the
unconditional guarantee is issued by an insurance company or
bonding company located outside the Employers Country, the
issuer shall have a correspondent financial institution located in
the Employers Country to make it enforceable. In the case of a
bank guarantee, the bid security shall be submitted either using
the Bid Security Form included in Section IV, Bidding Forms or
in another substantially similar format approved by the Employer
prior to bid submission. In either case, the form must include the
complete name of the Bidder. The bid security shall be valid for
twenty-eight days (28) beyond the original validity period of the
bid, or beyond any period of extension if requested under ITB
18.2.
19.4 Any bid not accompanied by a substantially responsive bid
security or Bid Securing Declaration, if required in accordance
with ITB 19.1, shall be rejected by the Employer as nonresponsive.
19.5 If a bid security is specified pursuant to ITB 19.1, the bid
security of unsuccessful Bidders shall be returned as promptly as
possible upon the successful Bidders furnishing of the
performance security pursuant to ITB 41.
19.6 If a bid security is specified pursuant to ITB 19.1, the bid
security of the successful Bidder shall be returned as promptly as
possible once the successful Bidder has signed the Contract and
furnished the required performance security.
19.7 The bid security may be forfeited or the Bid Securing
Declaration executed:
(a) if a Bidder withdraws its bid during the period of bid
validity specified by the Bidder on the Letter of Bid or
(b) if the successful Bidder fails to:
(i) sign the Contract in accordance with ITB 40; or
(ii) furnish a performance security in accordance with ITB
41.
19.8 The Bid Security or the Bid Securing Declaration of a JVCA
shall be in the name of the JVCA that submits the bid. If the
JVCA has not been constituted into a legally-enforceable JVCA,

Section I - Instructions to Bidders

1-17

at the time of bidding, the Bid Security or the Bid Securing


Declaration shall be in the names of all future partners as named
in the letter of intent mentioned in ITB 4.1.
20.
Format and Signing
of Bid

20.1 The Bidder shall prepare one original of the documents


comprising the bid as described in ITB 11 and clearly mark it
ORIGINAL. Alternative proposals, if permitted in accordance
with ITB 13, shall be clearly marked ALTERNATIVE. In
addition, the Bidder shall submit copies of the bid in the number
specified in the BDS, and clearly mark them COPY. In the
event of any discrepancy between the original and the copies, the
original shall prevail.
20.2 The original and all copies of the bid shall be typed or written in
indelible ink and shall be signed by a person duly authorized to
sign on behalf of the Bidder. This authorization shall consist of a
written confirmation as specified in the BDS and shall be
attached to the bid. The name and position held by each person
signing the authorization must be typed or printed below the
signature. All pages of the bid where entries have been made
shall be signed or initialled by the person signing the bid.
20.3 A bid submitted by a JVCA shall comply with the following
requirements:
(a) unless not required in accordance with ITB 4.1 (a), be signed
so as to be legally binding on all partners; and
(b) include the representatives authorization referred to in ITB
4.1 (b) consisting of a Power of Attorney signed by those
legally authorised to sign on behalf of the JVCA.
20.4 Any amendments, interlineations, erasures, or overwriting shall
be valid only if they are signed or initialled by the person signing
the bid.

D. Submission and Opening of Bids


21.
Sealing and
Marking of Bids

21.1 Bidders may always submit their bids by mail or by hand. If so


specified in the BDS, bidders shall have the option of submitting
their bids electronically. Procedures for submission, sealing and
marking are as follows:
(a) Bidders submitting bids by mail or by hand shall enclose the
original and each copy of the Bid, including alternative bids,
if permitted in accordance with ITB 13, in separate sealed
envelopes, duly marking the envelopes as ORIGINAL,

1-18

Section I - Instructions to Bidders

ALTERNATIVE and COPY. These envelopes containing


the original and the copies shall then be enclosed in one
single envelope. The rest of the procedure shall be in
accordance with ITB sub-Clauses 21.2 and 21.3.
(b) Bidders submitting bids electronically shall follow the
electronic bid submission procedures specified in the BDS.
21.2 The inner and outer envelopes shall:
(a) bear the name and address of the Bidder;
(b) be addressed to the Employer in accordance with ITB 22.1;
(c) bear the specific identification of this bidding process
indicated in accordance with ITB 1.1; and
(d) bear a warning not to open before the time and date for bid
opening.
21.3 If envelopes and packages are not sealed and marked as required,
the Employer will assume no responsibility for the misplacement
or premature opening of the bid.
22.
Deadline for
Submission of Bids

22.1 Bids must be received by the Employer at the address and no


later than the date and time indicated in the BDS.
22.2 The Employer may, at its discretion, extend the deadline for the
submission of bids by amending the Bidding Document in
accordance with ITB 8, in which case all rights and obligations
of the Employer and Bidders previously subject to the deadline
shall thereafter be subject to the deadline as extended.

23.

Late Bids

24. Withdrawal,
Substitution, and
Modification of Bids

23.1 The Employer shall not consider any bid that arrives after the
deadline for submission of bids, in accordance with ITB 22. Any
bid received by the Employer after the deadline for submission of
bids shall be declared late, rejected, and returned unopened to the
Bidder.
24.1 A Bidder may withdraw, substitute, or modify its bid after it has
been submitted by sending a written notice, duly signed by an
authorized representative, and shall include a copy of the
authorization in accordance with ITB 20.2, (except that
withdrawal notices do not require copies). The corresponding
substitution or modification of the bid must accompany the
respective written notice. All notices must be:
(a) prepared and submitted in accordance with ITB 20 and ITB 21
(except that withdrawal notices do not require copies), and in

Section I - Instructions to Bidders

1-19

addition, the respective envelopes shall be clearly marked


WITHDRAWAL, SUBSTITUTION, MODIFICATION; and
(b) received by the Employer prior to the deadline prescribed for
submission of bids, in accordance with ITB 22.
24.2 Bids requested to be withdrawn in accordance with ITB 24.1
shall be returned unopened to the Bidders.
24.3 No bid may be withdrawn, substituted, or modified in the
interval between the deadline for submission of bids and the
expiration of the period of bid validity specified by the Bidder on
the Letter of Bid or any extension thereof.
25.

Bid Opening

25.1 The Employer shall open the bids in public in the presence of
Bidders` designated representatives and anyone who choose to
attend at the address, date and time specified in the BDS. Any
specific electronic bid opening procedures required if electronic
bidding is permitted in accordance with ITB 21.1, shall be as
specified in the BDS.
25.2 First, envelopes marked WITHDRAWAL shall be opened and
read out and the envelope with the corresponding bid shall not be
opened, but returned to the Bidder. No bid withdrawal shall be
permitted unless the corresponding withdrawal notice contains a
valid authorization to request the withdrawal and is read out at
bid opening. Next, envelopes marked SUBSTITUTION shall be
opened and read out and exchanged with the corresponding bid
being substituted, and the substituted bid shall not be opened, but
returned to the Bidder. No bid substitution shall be permitted
unless the corresponding substitution notice contains a valid
authorization to request the substitution and is read out at bid
opening. Envelopes marked MODIFICATION shall be opened
and read out with the corresponding bid. No bid modification
shall be permitted unless the corresponding modification notice
contains a valid authorization to request the modification and is
read out at bid opening. Only envelopes that are opened and read
out at bid opening shall be considered further.
25.3 The Employer shall open all other envelopes one at a time and
read out: the name of the Bidder and the Bid Price(s), any
discounts and their application methodology, alternative bids; the
presence of a bid security or Bid-Securing Declaration; and any
other details as the Employer may consider appropriate. Only
discounts and alternative offers read out at bid opening shall be
considered for evaluation. No bid shall be rejected at bid opening
except for late bids, in accordance with ITB 23.1.

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Section I - Instructions to Bidders

25.4 The Employer shall prepare a record of the bid opening that shall
include, as a minimum: the name of the Bidder and whether there
is a withdrawal, substitution, or modification; the Bid Price, per
contract if applicable, including any discounts and alternative
offers; and the presence or absence of a bid security, if one was
required. The Bidders representatives who are present shall be
requested to sign the record. The omission of a Bidders
signature on the record shall not invalidate the contents and
effect of the record. A copy of the record shall be distributed to
all Bidders.

E. Evaluation and Comparison of Bids


26.

Confidentiality

26.1 Information relating to the examination, evaluation, comparison,


and post-qualification of bids and recommendation of contract
award, shall not be disclosed to Bidders or any other persons not
officially concerned with such process until information on
Contract award is communicated to all Bidders.
26.2 Any attempt by a Bidder to influence the Employer in the
evaluation of the bids or Contract award decisions may result in
the rejection of its bid.
26.3 Notwithstanding ITB 26.2, from the time of bid opening to the
time of Contract award, if any Bidder wishes to contact the
Employer on any matter related to the bidding process, it may do
so in writing.

27.

Clarification of Bids

27.1 To assist in the examination, evaluation, and comparison of the


bids, and qualification of the Bidders, the Employer may, at its
discretion, ask any Bidder for a clarification of its bid. Any
clarification submitted by a Bidder that is not in response to a
request by the Employer shall not be considered. The Employers
request for clarification and the response shall be in writing. No
change in the prices or substance of the bid shall be sought,
offered, or permitted, except to confirm the correction of
arithmetic errors discovered by the Employer in the evaluation of
the bids, in accordance with ITB 31.
27.2 If a Bidder does not provide clarifications of its bid by the date
and time set in the Employers request for clarification, its bid
may be rejected.

28.
Deviations,
Reservations, and
Omissions

28.1 During the evaluation of bids, the following definitions apply:


(a) Deviation is a departure from the requirements specified
in the Bidding Document;

Section I - Instructions to Bidders

1-21

(b) Reservation is the setting of limiting conditions or


withholding from complete acceptance of the requirements
specified in the Bidding Document; and
(c) Omission is the failure to submit part or all of the
information or documentation required in the Bidding
Document.
29. Determination of
Responsiveness

29.1 The Employers determination of a bids responsiveness is to be


based on the contents of the bid itself, as defined in ITB11.
29.2 A substantially responsive bid is one that meets the requirements
of the Bidding Document without material deviation, reservation,
or omission. A material deviation, reservation, or omission is one
that,
(a) if accepted, would:
(i)

affect in any substantial way the scope, quality, or


performance of the Works specified in the Contract; or

(ii)

limit in any substantial way, inconsistent with the


Bidding Document, the Employers rights or the
Bidders obligations under the proposed Contract; or

(b) if rectified, would unfairly affect the competitive position of


other Bidders presenting substantially responsive bids.
29.3 The Employer shall examine the technical aspects of the bid
submitted in accordance with ITB 16, Technical Proposal, in
particular, to confirm that all requirements of Section VI
(Employers Requirements) have been met without any material
deviation, reservation or omission.
29.4 If a bid is not substantially responsive to the requirements of the
Bidding Document, it shall be rejected by the Employer and may
not subsequently be made responsive by correction of the
material deviation, reservation, or omission.
30.
Nonconformities,
Errors, and Omissions

30.1 Provided that a bid is substantially responsive, the Employer may


waive any non-conformities in the bid.
30.2 Provided that a bid is substantially responsive, the Employer may
request that the Bidder submit the necessary information or
documentation, within a reasonable period of time, to rectify
non-material non-conformities in the bid related to
documentation requirements. Requesting information or
documentation on such nonconformities shall not be related to
any aspect of the price of the bid. Failure of the Bidder to comply

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Section I - Instructions to Bidders

with the request may result in the rejection of its bid.


30.3 Provided that a bid is substantially responsive, the Employer
shall rectify quantifiable non-material non-conformities related
to the Bid Price. To this effect, the Bid Price may be adjusted, for
comparison purposes only, to reflect the price of a missing or
non-conforming item or component. The adjustment shall be
made using the methods indicated in Section III (Evaluation and
Qualification Criteria).
31. Correction of
Arithmetical Errors

31.1 Provided that the bid is substantially responsive, the Employer


shall correct arithmetical errors on the following basis:
(a)
only for unit price contracts, if there is a discrepancy between
the unit price and the total price that is obtained by multiplying the
unit price and quantity, the unit price shall prevail and the total price
shall be corrected, unless in the opinion of the Employer there is an
obvious misplacement of the decimal point in the unit price, in which
case the total price as quoted shall govern and the unit price shall be
corrected;
(b) if there is an error in a total corresponding to the addition or
subtraction of subtotals, the subtotals shall prevail and the total shall
be corrected; and
(c)
if there is a discrepancy between words and figures, the
amount in words shall prevail, unless the amount expressed in words
is related to an arithmetic error, in which case the amount in figures
shall prevail subject to (a) and (b) above.
31.2 If the Bidder that submitted the lowest evaluated bid does not
accept the correction of errors, its bid shall be declared nonresponsive..

32. Conversion to Single


Currency

32.1 For evaluation and comparison purposes, the currency(ies) of


the bid shall be converted into a single currency as specified in the
BDS.

33. Margin of
Preference

33.1 A margin of preference shall not apply, unless otherwise


specified in the BDS.

34.

34.1 The Employer shall use the criteria and methodologies listed in
this Clause. No other evaluation criteria or methodologies shall be
permitted.

Evaluation of Bids

34.2 To evaluate a bid, the Employer shall consider the following:


(a)
the bid price, excluding Provisional Sums and the provision, if
any, for contingencies in the Summary Bill of Quantities for

Section I - Instructions to Bidders

1-23

admeasurement contracts or Schedule of Prices for lump sum


contracts, but including Daywork items, where priced competitively;
(b) price adjustment for correction of arithmetic errors in
accordance with ITB 31.1;
(c)
price adjustment due to discounts offered in accordance with
ITB 14.3;
(d) converting the amount resulting from applying (a) to (c) above,
if relevant, to a single currency in accordance with ITB 32;
(e)

adjustment for nonconformities in accordance with ITB 30.3;

(f)
application of all the evaluation factors indicated in Section III
(Evaluation and Qualification Criteria);
34.3 The estimated effect of the price adjustment provisions of the
Conditions of Contract, applied over the period of execution of the
Contract, shall not be taken into account in bid evaluation.
34.4 If this Bidding Document allows Bidders to quote separate
prices for different contracts, and to award multiple contracts to a
single Bidder, the methodology to determine the lowest evaluated
price of the contract combinations, including any discounts offered in
the Letter of Bid, is specified in Section III (Evaluation and
Qualification Criteria).
34.5 If the bid for an admeasurement contract, which results in the
lowest Evaluated Bid Price, is seriously unbalanced, front loaded or
substantially below updated estimates in the opinion of the Employer,
the Employer may require the Bidder to produce detailed price
analyses for any or all items of the Bill of Quantities, to demonstrate
the internal consistency of those prices with the construction methods
and schedule proposed. After evaluation of the price analyses, taking
into consideration the schedule of estimated Contract payments, the
Employer may require that the amount of the performance security be
increased at the expense of the Bidder to a level sufficient to protect
the Employer against financial loss in the event of default of the
successful Bidder under the Contract.
35.

Comparison of Bids

35.1 The Employer shall compare all substantially responsive bids


in accordance with ITB 34.2 to determine the lowest evaluated bid.

36. Qualification of the


Bidder

36.1 The Employer shall determine to its satisfaction whether the


Bidder that is selected as having submitted the lowest evaluated and
substantially responsive bid meets the qualifying criteria specified in
Section III (Evaluation and Qualification Criteria).

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Section I - Instructions to Bidders

36.2 The determination shall be based upon an examination of the


documentary evidence of the Bidders qualifications submitted by the
Bidder, pursuant to ITB 17.1.
36.3
An affirmative determination of qualification shall be a
prerequisite for award of the Contract to the Bidder. A negative
determination shall result in disqualification of the bid, in which
event the Employer shall proceed to the next lowest evaluated bid
to make a similar determination of that Bidders qualifications to
perform satisfactorily.
37. Employers
Right to Accept Any
Bid, and to Reject
Any or All Bids

37.1 The Employer reserves the right to accept or reject any bid,
and to annul the bidding process and reject all bids at any time prior
to contract award, without thereby incurring any liability to Bidders.
In case of annulment, all bids submitted and specifically, bid
securities, shall be promptly returned to the Bidders.

F.

Award of Contract

38. Award
Criteria

38.1 Subject to ITB 37.1, the Employer shall award the Contract to
the Bidder whose offer has been determined to be the lowest
evaluated bid and is substantially responsive to the Bidding
Document, provided further that the Bidder is determined to be
qualified to perform the Contract satisfactorily.

39. Notification of
Award

39.1 Prior to the expiration of the period of bid validity, the


Employer shall notify the successful Bidder, in writing, via the Letter
of Acceptance included in the Contract Forms, that its bid has been
accepted. At the same time, the Employer shall also notify all other
Bidders of the results of the bidding, and shall publish on CDBs
website the results identifying the bid and lot numbers and the following
information: (i) name of each Bidder who submitted a Bid; (ii) bid
prices as read out at Bid Opening; (iii) name and evaluated prices of
each Bid that was evaluated; (iv) name of bidders whose bids were
rejected and the reasons for their rejection; and (v) name of the winning
Bidder, and the Price it offered, as well as the duration and summary
scope of the contract awarded.
39.2 Until a formal contract is prepared and executed, the
notification of award shall constitute a binding Contract.
39.3 The Employer shall promptly respond in writing to any
unsuccessful Bidder who, after notification of award in accordance
with ITB 39.1, requests in writing the grounds on which its bid was
not selected.

Section I - Instructions to Bidders

40. Signing of
Contract

1-25

40.1 Promptly after notification, the Employer shall send the


successful Bidder the Contract Agreement.
40.2 Within twenty-eight (28) days of receipt of the Contract
Agreement, the successful Bidder shall sign, date, and return it to the
Employer.

41. Performance
Security

41.1 Within twenty-eight (28) days of the receipt of notification of


award from the Employer, the successful Bidder shall furnish the
performance security in accordance with the conditions of contract,
subject to ITB 34.5, using for that purpose the Performance Security
Form included in Section IX (Contract Forms), or another form
acceptable to the Employer. If the performance security furnished by
the successful Bidder is in the form of a bond, it shall be issued by a
bonding or insurance company that has been determined by the
successful Bidder to be acceptable to the Employer. A foreign
institution providing a bond shall have a correspondent financial
institution located in the Employers Country.
41.2 Failure of the successful Bidder to submit the abovementioned Performance Security or to sign the Contract Agreement
shall constitute sufficient grounds for the annulment of the award and
forfeiture of the bid security. In that event the Employer may award
the Contract to the next lowest evaluated Bidder whose offer is
substantially responsive and is determined by the Employer to be
qualified to perform the Contract satisfactorily.
41.3 The above provision shall also apply to the furnishing of a
regional preference security if so required.

42.

Adjudicator

42.1 The Employer proposes the person named in the BDS to be


appointed as Adjudicator under the Contract, at the hourly fee
specified in the BDS, plus reimbursable expenses. If the Bidder
disagrees with this proposal, the Bidder should so state in his Bid. If,
in the Letter of Acceptance, the Employer does not agree on the
appointment of the Adjudicator, the Employer will request the
Appointing Authority designated in the Particular Conditions of
Contract (PCC) pursuant to Clause 23.1 of the General Conditions of
Contract (GCC), to appoint the Adjudicator.

1-27

Section II - Bid Data Sheet (BDS)


A. Introduction
ITB 1.1

The Employer is: [insert complete name]

ITB 1.1

The name of the bidding process is: [insert complete name]


The identification number of the bidding process is: [insert identification
number]
The number and identification of lots comprising this bidding process is:
[insert number of lots and identification number of each lot, if
applicable]

ITB 2.1

The Recipient is: [insert complete name]

ITB 2.1

The name of the Project is: [insert name of the Project]

ITB 4.1(a)

The individuals or firms in a JVCA, [insert shall or shall not] be


jointly and severally liable.
B. Bidding Documents

ITB 7.1

For clarification purposes only, the Employers address is:


Attention: [insert full name of person, if applicable]
Street Address: [insert street address and number]
Floor/Room number: [insert floor and room number, if applicable]
City: [insert name of city or town]
ZIP Code: [insert postal (ZIP) code, if applicable]
Country: [insert name of country]
Telephone: : [insert telephone number, including country and city codes]
Facsimile number: [insert phone number, with country and city codes]
Electronic mail address: [insert email address, if applicable]
Requests for clarification should be received by the Employer no later
than: [insert no. of days].

ITB 7.4

A Pre-Bid meeting [insert shall or shall not] take place. If a Pre-Bid

1-28

Section II - Bid Data Sheet

meeting will take place, it will be at the following date, time and place:
[insert date, time & place below, if applicable]
Time:
Place:
A site visit conducted by the Employer [insert shall be or shall not
be] organized.
C. Preparation of Bids
ITB 10.1

The language of the bid is: [insert language]

ITB 11.1 (b)

The following schedules shall be submitted with the bid: [insert schedules
that must be submitted with the Bid, including the priced Bill of
Quantities for admeasurement contracts and Schedule of Prices for lump
sum contracts]

ITB 11.1 (i)

The Bidder shall submit with its bid the following additional documents:
[insert type of any additional documents not already listed in ITB 11.1
that must be submitted with the Bid].

ITB 13.1

Alternative bids [insert shall be or shall not be] permitted.

ITB 13.2

Alternative times for completion [insert shall be or shall not be]


permitted.
If alternative times for completion are permitted, the evaluation method
will be as specified in Section III (Evaluation and Qualification Criteria).

ITB 13.4

Alternative technical solutions shall be permitted for the following parts of


the Works: [insert parts of the Works]
If alternative technical solutions are permitted, the evaluation method will
be as specified in Section III (Evaluation and Qualification Criteria).

ITB 14.6

ITB 15.1

The prices quoted by the Bidder [insert shall be or shall not be]
subject to adjustment during the performance of the Contract.
[Choose one of the following options as appropriate.]
[In case of ICB] The prices shall be quoted by the bidder in: [insert the
currency] A Bidder expecting to incur expenditures in other currencies for
inputs to the Works supplied from outside the Employers country (referred
to as the foreign currency requirements) and wishing to be paid

Section II - Bid Data Sheet

1-29

accordingly, shall indicate up to three foreign currencies of their choice


expressed as a percentage of the bid price, together with the exchange
rates used in the calculations in the appropriate form(s) included in
Section IV (Bidding Forms).
[or]
[In case of NCB] The prices shall be quoted by the bidder in: [insert the
local currency]
ITB 18.1
ITB 19.1

The bid validity period shall be: [insert the number of days deemed
appropriate.] days.
[Choose one of the following options as appropriate.]
- A bid security or a Bid Securing Declaration shall not be required.
[or]
- The Bidder shall furnish a bid security in the amount of [insert amount
and currency].
[or]
- The Bidder shall furnish a Bid Securing Declaration.

ITB 19.3 (d)

[Insert other acceptable bid security form.]

ITB 20.1

In addition to the original of the bid, the number of copies is: [insert
number of copies required].

ITB 20.2

The written confirmation of authorization to sign on behalf of the Bidder


shall indicate: [insert
(a) The name and description of the documentation required to
demonstrate the authority of the signatory to sign the Bid such as a
Power of Attorney; and
(b) In the case of Bids submitted by an existing or intended JVCA an
undertaking signed by all parties (i) stating that all parties shall be
jointly and severally liable, if so required in accordance with ITB
4.1(a), and (ii) nominating a Representative who shall have the
authority to conduct all business for and on behalf of any and all the
parties of the JVCA during the bidding process and, in the event the
JV is awarded the Contract, during contract execution.]

1-30

Section II - Bid Data Sheet

D. Submission and Opening of Bids


ITB 21.1

Bidders [insert shall or shall not] have the option of submitting their
bids electronically.

ITB 21.1 (b)

If bidders shall have the option of submitting their bids electronically, the
electronic bidding submission procedures shall be: [insert a description of
the electronic bidding submission procedures].

ITB 22.1

For bid submission purposes only, the Employers address is: [insert all
required and applicable information]
Attention:
Street Address:
Floor/Room number:
City:
ZIP Code:
Country:
The deadline for bid submission is:
Date:
Time:

ITB 25.1

The bid opening shall take place at: [insert all required and applicable
information]
Street Address:
Floor/Room number:
City:
Country:
Date:
Time:

ITB 25.1

If electronic bid submission is permitted in accordance with ITB 21.1, the


specific bid opening procedures shall be: [insert description of the
procedures.]

Section II - Bid Data Sheet

1-31

E. Evaluation and Comparison of Bids


ITB 32.1

[Pursuant to ITB 15.1, choose one of the following options as


appropriate.]
[In case of ICB] The currency that shall be used for bid evaluation and
comparison purposes to convert all bid prices expressed in various
currencies into a single currency is:
[insert the name of the currency]
The source of exchange rate shall be: [insert the name of the source of the
exchange rates].
The date for the exchange rate shall be: [specify date (day/month/year)]
or
[In case of NCB] Not applicable.

ITB 33.1

A margin of preference [insert shall or shall not] apply.


[If a margin of preference applies insert The application methodology
shall be as stipulated in Section III (Evaluation and Qualification
Criteria)]

ITB 42.1

The Adjudicator proposed by the Employer is:_________________[insert


name and address of proposed Adjudicator]. The hourly fee for this
proposed Adjudicator shall be:__________[insert amount and currency].
The biographical data of the proposed Adjudicator is as follows:
___________________________________________________________
[provide relevant information, such as education, experience, age,
nationality, and present position; attach additional pages as necessary]

1-33

Section III - Evaluation and Qualification Criteria


This section contains all the criteria that the Employer shall use to evaluate bids and qualify
Bidders if the bidding was not preceded by a prequalification exercise and post-qualification
is applied. In accordance with ITB 34 and ITB 36, no other methods, criteria and factors shall
be used. The Bidder shall provide all the information requested in the forms included in
Section 4 (Bidding Forms).
Table of Criteria
1.
1.1
1.2
1.3
1.4
1.5
2.
2.1
2.2
2.3
2.4
2.5
2.6

Evaluation.................................................................................................................. 34
Adequacy of Technical Proposal .................................................................................34
Multiple Contracts .......................................................................................................34
Completion Time .........................................................................................................34
Technical Alternatives .................................................................................................34
Margin of Preference [Applicable for ICB only] ........................................................34
Qualification .............................................................................................................. 35
Eligibility .....................................................................................................................35
Historical Contract Non-Performance .........................................................................36
Financial Situation .......................................................................................................37
Experience ...................................................................................................................39
Personnel......................................................................................................................41
Equipment ....................................................................................................................41

1-34

1.

Section III - Evaluation and Qualification Criteria

Evaluation
In addition to the criteria listed in ITB 34.1 (a) (e) the following criteria shall
apply:

1.1

Adequacy of Technical Proposal


Evaluation of the Bidder's Technical Proposal will include an assessment of
the Bidder's technical capacity to mobilize key equipment and personnel for
the contract consistent with its proposal regarding work methods, scheduling,
and material sourcing in sufficient detail and fully in accordance with the
requirements stipulated in Section 6 (Employer's Requirements).

1.2

Multiple Contracts
Pursuant to Sub-Clause 34.4 of the Instructions to Bidders, if Works are
grouped in multiple contracts, evaluation will be as follows:

1.3

Completion Time
An alternative Completion Time, if permitted under ITB 13.2, will be
evaluated as follows:

1.4

Technical Alternatives
Technical alternatives, if permitted under ITB 13.4, will be evaluated as
follows:

1.5

Margin of Preference [Applicable for ICB only]


If a margin of preference shall apply under ITB 33.1, the procedure will be as
follows as:

Common questions

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The criteria for "Eligible Bidders" and "Eligible Goods and Services" establish which entities and products may participate in the bidding process. These criteria ensure that bidders have the necessary legal and technical qualifications and that the goods or services offered comply with project specifications. This ensures a competitive, fair, and legally compliant bidding environment, contributing to the project's success by selecting proficient partners and appropriate solutions .

The Adjudicator acts as a neutral party to resolve disputes that may arise during contract execution. The Employer proposes an Adjudicator, whose appointment, if disputed, can be finalized by the Appointing Authority indicated in the Particular Conditions of Contract. The Adjudicator's role is critical in mitigating conflicts efficiently and maintaining project timelines, highlighting the importance of independent oversight in contract execution .

"Evaluation and Comparison of Bids" is critical as it determines which bid offers the best value while meeting the project requirements. This process involves assessing technical proposals, pricing, qualifications, and adherence to bidding conditions. Effective evaluation ensures that the selected bid aligns with strategic project goals and budget constraints, maintaining project integrity and optimizing resource allocation .

The "Deadline for Submission of Bids" is fundamental to maintaining the bidding schedule and ensuring fairness by allowing equal time for bid preparation. This deadline helps manage the logistics of bid evaluation and prevents late submissions, which can disrupt the planned timeline and introduce inefficiencies or biases. Strict adherence to the deadline ensures an orderly and transparent bidding process .

Alternative bids, when permitted, can introduce variability in bid evaluation by allowing bidders to propose different technical solutions or completion times. This flexibility enables more innovative or cost-effective solutions to be considered, potentially enhancing project outcomes. However, it also complicates the evaluation process as the employer must develop criteria to fairly assess these alternatives against the baseline requirements. Evaluation of alternative bids requires careful analysis to ensure they meet the project specifications and provide added value compared to standard bids .

The "Source of Funds" section specifies the financial backing for the project, typically provided by entities like the Caribbean Development Bank. It outlines that funds are released only upon the Recipient's request and Bank's approval, according to the financing agreement's terms. This section ensures that financial arrangements are transparent and that contractual obligations align with the funding conditions, affecting the payment schedules and legal framework for the contract .

Bidders are advised to conduct site visits at their own expense to gather necessary information for preparing a bid. These visits allow bidders to assess site conditions and identify any potential challenges or additional requirements that may affect their bids. By understanding the project's context and environmental factors, bidders can tailor their bids more accurately and competitively, potentially affecting the cost estimates and technical approaches outlined in their submissions .

The "Instructions to Bidders" include sections such as "General," "Contents of Bidding Document," "Preparation of Bids," "Submission and Opening of Bids," "Examination of Bids," and "Award of Contract." These sections provide a comprehensive framework that guides bidders through the bidding process, ensuring that they understand the scope of the bid, the necessary documentation, deadlines, and criteria for evaluation. They ensure the transparency and efficiency of the bidding process by standardizing how bids are prepared, submitted, and evaluated, thereby reducing ambiguities and potential disputes .

It is crucial for bidders to examine all instructions, forms, terms, and specifications to ensure their bids are complete and responsive. Missing or incorrect documentation can lead to bid rejection. Thorough examination helps bidders understand all requirements and align their proposals with the project needs, ensuring compliance with the bidding process and increasing their chances of success .

Bid Security is applied as a safeguard that ensures that bidders do not withdraw their bids or refuse to sign the contract if awarded. It is crucial for maintaining the seriousness of the bidding process. The bidding document may require a Bid Securing Declaration or a bid security in a specified amount and form, such as an unconditional guarantee, irrevocable letter of credit, or certified check. This requirement protects the interests of the project owner by discouraging frivolous bids, and it has financial implications for bidders as it increases the cost of participating in the bidding process .

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